Provide reporting on estimated vs actual time taken on tasks and analysis of averages etc to allow for review and adjustment of fees.

If a client has a new employee they want onboarded onto payroll, we have to send them a request to complete that form on BM. There should be an option to make permanently available a form to clients on the client portal. every time they have a new...

I have been linking documents to tasks but it almost feels pointless to do so at present. When I review my tasks page i have to revert back to the client page then documents to see related task documents. If when i select a task it shows the docum...

For monthly bookkeeping tasks, the manager might have finished them and now needs partner or user approval. This should be handled through the workflow interface rather than notifications. Imagine 300 clients with staff completing work and manager...

It would be useful to be able to copy an existing time entry into another day, or be able to input multiple days time entry at once, where there is for example a longer period of leave, or an extended period working on one job/task

It would be really useful to be able to customise the background colour for each Progress Position. For example, Records Requested in red is very clear, but To Review would be better in green, as the work has been completed and passed on — no furt...

Currently a maximum of two contacts have access to, eg, a company's portal and documents. We have several clients who have administrators or finance personnel, and these need to upload and download documents but not approval rights. I understand t...

Many practices use AM and TaxCalc has to have a large percent of market share for Tax/Accounts prep. Once upon a time, there were plans to integrate the two TaxCalc practice management is terrible, and they would gain from having some integration

select who would be on the BCC as you cannot currently CC anyone on the automated emails. The sender of the email is the only option for the BCC.